Insurance Compliance Services... Your Outsourcing Resource

Compliance Consultants

We are fortunate and proud to be able to offer our clients the skills and talents of our compliance consultants whose backgrounds are extremely diverse. It puts us in a unique position to be able to offer expertise on a wide variety of products.

Linda Boyce

Compliance Consultant

Linda joined the McHugh team in 2006, and has extensive expertise in compliance review of life insurance and annuity products. In addition Linda has significant experience reviewing the advertising for both life and annuity products and reviewing carrier and producer pieces from start to finish. Linda has assisted in creating an advertising review process and advertising manual. Linda brings to her work excellent analytical skill, insight and attention to detail. She has been in the insurance industry since 1982 and has 21 years of compliance experience and over 30 years in the industry having worked in operations, claims, and compliance.

Linda has worked for companies ranging from MetLife, Mutual of NY (MONY), North American Company for Life and Health Insurance (NACOLAH), and Midland National Life. Linda is a member of the Association of Insurance Compliance Professionals (AICP) and the Life and Health Compliance Association (LHCA).

Contact Linda at , or by phone at (215) 230-7960 Ext. 200.

Kerrie Carpenter

Senior Compliance Analyst

Kerrie's background includes 10 years in product drafting, compliance, filing as well as agent licensing. She served as an adviser, analyst and resource to company representatives, supervisors and directors within the operations divisions to determine actions and changes needed to ensure compliance with regulatory requirements. Prior to that Kerrie worked for 7 years as a paralegal for the State of Nebraska Department of Environmental Quality.

Kerrie joined McHugh Consulting in January 2020 and offers her experience in individual and group products including annuities, disability, life and supplemental health products. She has a B.A. degree in Paralegal Studies from Doane University in Lincoln, Nebraska.

Contact Kerrie at , or by phone at (215) 230-7960 Ext. 107.

Noel Valenti Grammer

Compliance Consultant

Noel Valenti Grammer joined McHugh Consulting Resources in 2011. She has over 25 years experience in the insurance and financial services industry, with a wide ranging background in compliance services. In the course of her career with American Health and Life Insurance Company and Triton Insurance Company, she specialized in credit insurance products, but engaged in filing a variety of life, accident and health, property, and casualty products, as well as developing several credit insurance prototype products. Since joining McHugh, Noel has been involved in supplemental medical products, dental, vision and a variety of health indemnity research.

Noel has served in various capacities as a member of the South Central and Mid-Atlantic Chapters of the Association of Insurance Compliance Professionals (AICP), and continues to be an active supporter of the Mid-Atlantic Chapter. She holds a B.A. in History from Loyola College of Baltimore and has obtained her FLMI and AIRC designations.

Contact Noel at , or by phone at (215) 230-7960 Ext. 202.

Laura Hoogland

Senior Compliance Analyst

Laura joined McHugh Consulting in 2012. She has over 20 years experience in the life and health insurance industry. Since the health care reform movement in 2012, Laura has dug into the task of ACA and has worked “on and off exchange” filings by performing compliance reviews, specific research, and assisting in the drafting of policy forms. She also has extensive experience with supplemental health products that are accepted from the ACA such as fixed indemnity, critical illness and accident only products. Laura contributes to updating our objection database which categorizes every issue we receive from the Department of Insurance on any filing we submit.

Laura formerly worked for Guarantee Reserve Life Insurance Company as a Compliance Supervisor and Universal American Corporation where her responsibilities varied from Senior Contract Analyst for Product Filings to Marketing Coordinator where she directed the functions of the company's direct marketing campaigns. Laura attended school at both Northwestern College and Ashford University in Iowa.

Contact Laura at , or by phone at (215) 230-7960 Ext. 109.

Sam Hunt

Compliance Consultant

Sam joined McHugh Consulting Resources in May 2017 as a Compliance Consultant. He has extensive knowledge and experience with both individual & group life and health insurance products marketed through agent/broker, worksite, and direct response channels and in particular, the affinity group market. Sam's prior role of Assistant Manager/Manager at Transamerica has given him the experience and skill in successfully managing complex multi-state compliance projects involving (but not limited to) ACA and its impact on company products. His responsibilities involve product and compliance research, product development, form drafting and working with clients to achieve desired results.

Sam has over 25 years in the insurance compliance industry. He took an early retirement from Transamerica and we feel fortunate to have him on our team. Sam holds a MBA from Penn State University and a BA in History from Lycoming College in Williamsport, PA.

Contact Sam at , or by phone at (215) 230-7960 Ext. 204.

Julie Lee

Compliance Consultant

Julie is an experienced consultant providing regulatory compliance reviews for all types of health care products including ACA filings and has extensive experience in policy drafting and negotiating and formulating strategies to resolve compliance issues to obtain regulatory approvals of filings. Julie spent 28 years with the Minnesota Department of Commerce and prior to opting for early retirement was the Team Lead for the Department's Life and Health Section. During her tenure at the Department Julie performed comprehensive regulatory reviews for all forms of life and health contracts; developed training plans for staff and provided subject matter expertise by explaining statutes, rules, bulletins and policy requirements regarding compliance issues related to rate and form filings.

Julie combines her extensive regulatory background with underwriting, claims and risk management experience with captive insurance programs earlier in her career and has participated in numerous insurance counseling programs that serve the senior population as well as being a presenter at national seminars and conferences around the country. Julie has obtained her ACS, ACP, and AIAA designations and joined the McHugh team in June 2011.

Contact Julie at , or by phone at (215) 230-7960 Ext. 206.

Connie Lehman

Compliance Consultant

Connie joined McHugh Consulting in 2019. She has 15 years experience in the life and health insurance industry. Connie formerly worked for Transamerica, not only as a Senior Compliance Analyst, but also as a Financial Crimes Investigator, handling AML and fraud investigations. Connie has her Bachelor's degree from Mt. Mercy University and has earned her FLMI, AIRC, AFSI, ACS, DHP, HIA and DIA designations.

Contact Connie at , or by phone at (215) 230-7960 Ext. 201.

Robert Schwab

Compliance Consultant

Rob joined McHugh in December 2019. His previous role was as the Senior Product/Compliance Manager for LifeSecure Insurance Company where he led the company's product development and state filing efforts. He has experience in supplemental health products - Critical Illness, Hospital Indemnity, Accident, as well as long term care product lines. Rob has been in the insurance industry for over 30 years. In addition to his health compliance background Rob has experience in a wide variety of life insurance products including universal life, variable UL, variable, fixed and equity annuities. He has a background in assisting with market conduct exams on behalf of his prior companies. In addition Rob has held responsible compliance roles for Axis Accident & Health, Nationwide, AllState and Mass Mutual.

Rob has a B.A. in Journalism from Indiana University and a Paralegal Certification from Roosevelt University.

Contact Rob at ,  or by phone at (215) 230-7960 Ext. 209.

Terri Silvius

Compliance Consultant

Terri joined the McHugh team in 2014, and has been in the insurance industry since 1988. Terri has 26 years of compliance experience which includes coordinating corporate compliance for MetLife's branches in the Midwest Region to registration statement filings and SEC/FINRA compliance for Midland National's variable insurance products. Terri was a registered General Securities Principal for Midland National's affiliated broker dealer, Sammons Securities Company. Terri also served as Chief Compliance Officer for 7 years with her focus on separate accounts and  compliance with SEC Rule 38a-1. In addition Terri has extensive experience with both state and federal advertising regulations, having been involved with the designing and creating  of  Corporate Advertising Guidelines. Terri has obtained the following professional and educational designations:  Series 24 & Series 7 license, CRCP,  FLMI, AIRC, ACS, AIAA and an Associate Degree from Kishwaukee Community College.

Contact Terri at , or by phone at (215) 230-7960 Ext. 208.

P.O. Box 905 Doylestown, PA 18901 phone: 215.230.7960 fax: 215.230.7961